HHLR ADVISORS, LTD.
Institutional investor · Portfolio as of Q4 2023
Top Holdings49 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PDD HOLDINGS INC | 10.1M | $1.5B | 29.8% | $93.89 | +55.83% | 7 qtrssince 2022-Q2 | Increased 82 |
BEIGENE LTD-ADR | 5.2M | $933.7M | 18.8% | $134.02 | +34.57% | 21 qtrssince 2018-Q4 | Unchanged 0 |
KE HOLDINGS INC-ADR | 29.2M | $473.7M | 9.5% | $21.97 | -29.50% | 14 qtrssince 2020-Q3 | Decreased 0 |
Legend Biotech Corp. Sponsored ADR | 6M | $360.1M | 7.3% | $50.98 | +18.02% | 15 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 729,400 | $274.3M | 5.5% | $302.56 | +22.46% | 7 qtrssince 2022-Q2 | Decreased 0 |
SALESFORCE.COM INC | 747,537 | $196.7M | 4.0% | $206.97 | +25.61% | 16 qtrssince 2020-Q1 | Decreased 0 |
TAKE-TWO INTERACTIVE SOFTWRE | 783,000 | $126M | 2.5% | $145.47 | +10.64% | 3 qtrssince 2023-Q2 | Unchanged 0 |
AMAZON.COM INC | 811,900 | $123.4M | 2.5% | $126.83 | +19.80% | 7 qtrssince 2022-Q2 | Increased 53 |
DANAHER CORP | 471,100 | $109M | 2.2% | $225.13 | +1.68% | 3 qtrssince 2023-Q2 | Increased 84 |
DOORDASH INC - A | 1M | $102.1M | 2.1% | $116.24 | -14.93% | 13 qtrssince 2020-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 1.2M | $94.6M | 1.9% | $96.55 | -23.44% | 7 qtrssince 2022-Q2 | Decreased 0 |
RAYZEBIO INC | 1.1M | $66M | 1.3% | — | — | 2 qtrssince 2023-Q3 | Decreased 0 |
BAIDU INC - SPON ADR | 535,400 | $63.8M | 1.3% | $148.69 | -19.91% | 4 qtrssince 2023-Q1 | Unchanged 0 |
MOODY'S CORP | 155,846 | $60.9M | 1.2% | $381.99 | 0.00% | 1 qtr | New 68 |
CYTEK BIOSCIENCES INC | 6.7M | $60.7M | 1.2% | $20.96 | -56.49% | 10 qtrssince 2021-Q3 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.4M | $56.2M | 1.1% | $28.25 | +42.88% | 19 qtrssince 2019-Q2 | Decreased 0 |
ENFUSION INC | 5M | $48.3M | 1.0% | — | — | 9 qtrssince 2021-Q4 | Unchanged 0 |
JD.COM INC-ADR | 1.5M | $41.9M | 0.8% | $35.24 | -22.59% | 21 qtrssince 2018-Q4 | Increased 67 |
COUPANG INC | 2.2M | $35.9M | 0.7% | $25.60 | -36.77% | 10 qtrssince 2021-Q3 | Decreased 0 |
H WORLD GROUP LTD | 935,920 | $31.3M | 0.6% | $42.46 | -26.94% | 15 qtrssince 2020-Q2 | Decreased 0 |
HHLR ADVISORS, LTD. manages $5B across 49 positions as of Q4 2023. Top holdings: PDD (29.8%), ONC (18.8%), BEKE (9.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 1 new positions, 12 exits, 4 increased. Top move: DHR (INCREASED, conviction 84). Portfolio: $5.0B across 49 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer